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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,518 | $227,291-92.3% | $214,702-91.8% | $155,188-88.7% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 23.73% | 60.08%-36.3pp | 54.55%-30.8pp | 148.84%-125.1pp |
| Employer contribution / active EE | $1,916 | $6,772-71.7% | $6,461-70.3% | $4,248-54.9% |
| Participant deferral / active EE | $3,243 | $9,582-66.2% | $9,147-64.5% | $6,531-50.4% |
| Admin fee / account holder | $113 | $20,413-99.4% | $19,830-99.4% | $14,480-99.2% |